What you can ask
The assistant can look up MRR and ARR, churn and retention, LTV, customers and their subscriptions and invoices, and your sales pipeline, including opportunities, notes, and tasks. It only fetches data when you ask a question, and it combines ChartMogul with the other tools you've connected to that assistant.
Setting it up
Sign in to ChartMogul in your browser first. Then:
Claude. Go to Customize > Connectors, search for ChartMogul, and click Connect.
ChatGPT. Go to Settings > Plugins, search for ChartMogul, and click Connect.
Both then ask you to confirm your ChartMogul account and authorize access. You can revoke it at any time from the assistant's connector settings. The MCP server guide covers each step, plus Claude Code and other assistants.